Protect your trail book.
Stop competitor refinancing before it starts. Our dedicated team runs systematic post-settlement reviews and proactive rate negotiations to lock in your existing clients, protecting your trail book value automatically.
Three pillars of defence.
We monitor your portfolio daily, executing high-touch retention strategies that turn settled loans into ongoing organic business. You build the relationships while we secure the asset base.
Trail preservation
Rate optimisation
Equity harvesting
We execute systematic post-settlement outreach designed to detect competitor refinancing signals early, preserving your trail book value and keeping your client database fully secure.
Our team manages proactive pricing requests and rate reviews submitted directly to lenders, ensuring your clients hold highly competitive pricing and remain fiercely loyal to your brand.
We continuously analyze existing client files to identify internal equity and top-up opportunities, delivering highly qualified, warm refinancing leads directly back to your writing pipeline.
Defend your hard-earnt book.
WMF Consulting are licenced and trained professionals with minimum Diploma in Mortgage Broking qualifications. This allows us to work directly with your aggregator platform to protect your client relationships post-settlement, and allows you to rest assured that well trained experts are looking after your clients. Secure a dedicated back-office capacity slot with our elite team today.